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Concepts for Building Generational Wealth
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Trending and recent blog articles and content about building and keeping wealth
How did a majority of current millionaires build generational wealth?
There are a variety of ways that current millionaires have...
What else needs to be considered if dividend investing is a cornerstone methodology to build or grow generational wealth?
While dividend investing can be a powerful tool for...
What are some strategies for a bear market?
Bear Market Strategies - The Basics There are several...
Can you tell me about spectacular downfalls of once well known public companies? Can you list details of their demise and the causes of their failures?
Big Companies that were not too big to fail There have...
In relation to investment management, what roles does tax planning, estate planning, risk management, insurance and business planning play for entrepreneurs who are amassing wealth in their businesses?
Tell me about strategic planning and how it works with...
What types of business protection options are there for small businesses that are growing, from an investment, risk management, insurance and management perspective?
Some basic information about Business Strategic planning...
What is bond laddering?
Bond Laddering Basics Bond laddering is a strategy in...
Can I get the same value from a bank employed investment advisor that I can get from a private practice investment advisor?
The value that you can get from a bank-employed investment...
In relation to investment management, what roles does tax planning, estate planning, risk management, insurance and business planning play for entrepreneurs who are amassing wealth in their businesses?
Tell me about strategic planning and how it works with...
Can laddering as used in bond laddering work for other financial market investing instruments?
The concept of laddering can be applied to other financial...
What is a DRIP? is it still an applicable way to invest in a market that deprioritizes dividend investing and long-term buy and hold strategies?
How are DRIP programs still relevant in today's market? A...
What else needs to be considered if dividend investing is a cornerstone methodology to build or grow generational wealth?
While dividend investing can be a powerful tool for...
OPINION, MUSINGS, AND CONCEPTS ABOUT THE ECONOMY AND FINANCIAL MARKETS THAT TIE IMPORTANT CONCEPTS TO CURRENT EVENTS

Apple is probably smarter than I gave them credit for initially, with this Headset Business
Commentary on Apple's Headset release - What is Apple (ticker: AAPL) doing right now? How could they play this out?Video version of this Article/CommentaryAudio Version of this Article/CommentaryInformation on this website is intended to be used for informational and...

Palantir’s CEO is a Mad Scientist – In a good way
Alex Karp has me in stitchesAudio version of this Commentary/OpinionInformation on this website is intended to be used for informational and recreational purposes only. No content on this website shall be considered legal, tax, or investment advice. We are not...

Are we getting the full story from Salesforce’s May 31 2023 Earnings call?
Reaction and Commentary about Salesforce's (ticker: CRM) May 31, 2023 Earnings Call - what's going on here?Video version of this Article/CommentaryAudio version of this Article/CommentaryInformation on this website is intended to be used for informational and...

What risks do we allow ourselves to take on when we analyze the analysis?
We're treading a dangerous line between accepting a polished version of the truth instead of the full picture Audio version of this Article/CommentaryInformation on this website is intended to be used for informational and recreational purposes only. No content on...

Does A.I. equal Productivity at a 1:1 level?
Productivity in regards to A.I. and productivity paradigm shifts Tech, and the broader market are quickly realizing some combination of the following concepts: They “over-hired” personnel and at least some of that personnel was not strong from a human capital...
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Information on this website is intended to be used for informational and recreational purposes only. No content on this website shall be considered legal, tax, or investment advice. We are not registered representatives - and no relationship should be assumed. If you are using this website you agree to indemnify us from liability for financial decisions and outcomes. We may advertise licensed financial professionals on this website - we hold no liability for your interactions with those investment professionals if you choose to engage with them.
Click this to see our disclaimer page.